Make Taxes Work for You

The best way to avoid becoming an accidental philanthropist is by understanding how to make taxes work for you. "The Power of Leveraging the Charitable Remainder Trust"
will show you how to do this and, in the process, add meaning to your money.

This proven approach allows you to become a partner with charity while gaining control over your tax destiny and providing for you and your family. It
taps into the unique tax characteristics of two financial instruments – the Charitable Remainder Trust (CRT) and Cash Value Life Insurance (CVLI) – in order to achieve
some amazing goals.

Meet Dan

Advocate for Strategic Philanthropy

Dan Nigito has been serving the financial services industry for 35 years. As the CEO of American Philanthropic Advisors, LLC,
he specializes in using charitable remainder trusts, life insurance and family foundations to create strategies for wealth accumulation and
preservation. His programs have saved families millions in tax dollars and created millions more for charities across the United States.

He received his bachelor's degree in English and journalism from Moravian College in Bethlehem, Pennsylvania and holds a Certified Financial Planner® (CFP®)
designation. Dan lives in Bethlehem, where he spends his time listening obediently to his
wife, Shelley, while doling out money to their five children and four grandchildren. His bulldog, Gracie, asks for nothing.

Speaker

Dan's witty banter and concise presentation of complex ideas make him a welcome guest of talk shows and
highly-sought platform speaker on the national level. Contact Dan for more information!

IRS Circular 230 disclosure: In order to comply with requirements imposed by the IRS, please be advised that any tax advice contained in this
communication (including attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax-related penalties
under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or tax-related matter(s) addressed herein.